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iShares Exponential Technologies ETF
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Overview Fund Activity

212 hedge funds and large institutions have $2.26B invested in iShares Exponential Technologies ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
3.39%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
15
Increased
52
Reduced
87
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.77B
2
Jane Street
Jane Street
New York
$26.6M
3
DAS
Dynamic Advisor Solutions
Arizona
$6.25M
4
Mariner
Mariner
Kansas
$9.51M
5
ACS
Archford Capital Strategies
Illinois
$7.29M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$0
2
DWM
Destination Wealth Management
California
$3.06M
3
Morgan Stanley
Morgan Stanley
New York
$11.5M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$30.8M
5
DA
Detalus Advisors
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
101
WNY Asset Management
New York
$543K – – –
FPGK
102
Financial Partners Group (Kansas)
Kansas
$543K -$37.7K -716 -7%
AFM
103
Abbot Financial Management
Massachusetts
$542K -$7.91K -150 -1%
AWM
104
AE Wealth Management
Kansas
$539K +$66.3K +1,258 +14%
ICG
105
InterOcean Capital Group
Tennessee
$535K – – –
TCM
106
TD Capital Management
Tennessee
$535K -$142K -2,698 -21%
EFS
107
Essex Financial Services
Connecticut
$514K -$24.4K -463 -5%
IFA
108
Interactive Financial Advisors
Illinois
$494K -$22.9K -434 -4%
William Blair & Company
109
William Blair & Company
Illinois
$477K – – –
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$464K +$19.3K +366 +4%
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$453K -$63.5K -1,206 -12%
CCM
112
Check Capital Management
California
$443K – – –
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$439K – – –
VWM
114
Venturi Wealth Management
Texas
$435K -$99.8K -1,894 -19%
AT
115
American Trust
Kentucky
$427K -$437K -6,903 -51%
CWM
116
Catalyst Wealth Management
Georgia
$406K -$54.1K -1,027 -12%
FFN
117
Focus Financial Network
Minnesota
$398K -$10.2K -193 -2%
LNC
118
Lincoln National Corp
Pennsylvania
$367K -$73.8K -1,400 -17%
MCWS
119
McKinley Carter Wealth Services
West Virginia
$353K +$353K +6,700 New
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$344K +$7.33K +139 +2%
HKIMG
121
Hutchens & Kramer Investment Management Group
Indiana
$332K -$14.8K -280 -4%
OIA
122
OneDigital Investment Advisors
Kansas
$326K -$34.3K -650 -9%
SWM
123
Spire Wealth Management
Virginia
$325K +$273K +5,178 +526%
Creative Planning
124
Creative Planning
Kansas
$321K -$14.5K -276 -4%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$315K +$62.5K +1,186 +25%
3 4
5
6 7